See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,020 | $99,652-53.8% | $78,778-41.6% | $147,584-68.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.73% | 47.28%-28.6pp | 35.62%-16.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,559 | $2,796+63.1% | $1,986+129.6% | $4,876-6.5% |
| Participant deferral / active EE | $3,892 | $3,664+6.2% | $2,958+31.6% | $5,439-28.4% |
| Admin fee / account holder | $1,839 | $7,155-74.3% | $5,134-64.2% | $10,885-83.1% |